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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
YAL
501
Your Advocates Ltd
Texas
$5K +$6.3K +140 New
KFS
502
Kelly Financial Services
Massachusetts
$4.32K -$6.3K -140 -55%
TI
503
tru Independence
Oregon
$3.06K -$3.11M -69,115 -46%
PA
504
Procyon Advisors
Connecticut
$3K -$4.63K -103 -60%
SFA
505
Semmax Financial Advisors
North Carolina
$3K -$2.47K -55 -43%
PFSC
506
Peoples Financial Services Corp
Pennsylvania
$3K -$1.93K -43 -36%
CAC
507
Certified Advisory Corp
Florida
$3K – – –
SMFS
508
Squar Milner Financial Services
California
$3K – – –
AC
509
AlphaCore Capital
California
$3K +$3.51K +78 New
SNT
510
Security National Trust
West Virginia
$3K +$3.6K +80 New
SWM
511
Selective Wealth Management
Virginia
$3K +$3.82K +85 New
CS
512
Candriam SCA
Luxembourg
$3K +$3.87K +86 New
LWA
513
Lenox Wealth Advisors
New York
$2K -$34.5K -768 -93%
OPS
514
Orion Portfolio Solutions
Nebraska
$2K -$8.99K -200 -78%
HWM
515
HighMark Wealth Management
Minnesota
$2K -$495 -11 -15%
AWM
516
Avior Wealth Management
Nebraska
$2K – – –
DWM
517
Darwin Wealth Management
Florida
$2K +$2.97K +66 New
FCH
518
Freestone Capital Holdings
Washington
$1.52K +$630K +14,002 +52%
EWM
519
Elmwood Wealth Management
California
$1.1K +$854 +19 New
SBL
520
Sargent Bickham Lagudis
Colorado
$1K -$36K -800 -97%
LAS
521
Lloyd Advisory Services
Georgia
$1K -$8.41K -187 -84%
GFPC
522
Global Financial Private Capital
Florida
$1K -$3.28K -73 -67%
LWM
523
Liberty Wealth Management
California
$1K -$270 -6 -21%
EWM
524
EPG Wealth Management
Georgia
$1K +$450 +10 +83%
BHWM
525
Bay Harbor Wealth Management
Maryland
$1K +$675 +15 New
19 20
21
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